KTC

Kistler-Tiffany Companies Portfolio holdings

AUM $616M
1-Year Est. Return 16.74%
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.4M
3
+$1.36M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$776K

Top Sells

1
+$2.05M
2
+$1.23M
3
+$624K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$565K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$315K

Sector Composition

1 Healthcare 12.28%
2 Consumer Staples 7.6%
3 Industrials 5.67%
4 Financials 5.5%
5 Technology 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$20K 0.01%
262
377
$20K 0.01%
280
+1
378
$19K 0.01%
1,800
379
$19K 0.01%
753
+3
380
$19K 0.01%
+500
381
$19K 0.01%
+800
382
$19K 0.01%
102
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383
$19K 0.01%
11,100
384
$19K 0.01%
1,200
385
$19K 0.01%
+1,000
386
$19K 0.01%
700
387
$18K 0.01%
+175
388
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263
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389
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339
390
$18K 0.01%
457
391
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500
392
$18K 0.01%
575
393
$17K 0.01%
316
394
$17K 0.01%
480
395
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396
$17K 0.01%
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397
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500
398
$16K 0.01%
1,365
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399
$16K 0.01%
350
400
$16K 0.01%
1,260
14 15
16
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